Accounts Management Officer – Perpetual Corporate Trust

This is a Accounts Management Officer – Perpetual Corporate Trust role with Perpetual Limited based in Sydney, NSW, AU
== Perpetual Limited ==

Role Seniority - mid level

More about the Accounts Management Officer – Perpetual Corporate Trust role at Perpetual Limited

• 12 Month Max Term Contract | Based in Sydney

• Client Centric Culture: Be part of a team that puts clients at the heart of everything we do

• Flexible Work Environment: We offer hybrid working arrangements to ensure work-life balance

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.  

Join a Leading Team at Perpetual Corporate Trust (PCT)

This is an exciting opportunity to become part of the Cash Management team within Perpetual Corporate Trust (PCT) a specialist business within the Perpetual Group. PCT is a market leader in fiduciary, custody, and digital solutions, with a strong presence in Australia and Singapore.   We offer a unique suite of products designed to help our clients and the broader financial industry operate more effectively, efficiently, and securely. Our solutions address growing cybersecurity challenges while ensuring robust compliance. Domestic and global financial institutions rely on our corporate strength, commercial acumen, and deep expertise across debt markets, managed funds, and digital platforms. At PCT, we're committed to service excellence and enabling client success through innovation and integrity.

About the Role

The role involves building effective client relationships, acting on client instructions within required timeframes, and responding to various banking enquiries. Accounts administration tasks include issuing client correspondence, managing new users in various banking systems, resolving account-related queries, verifying documentation, and conducting due diligence.   As a key support function, the role requires effective stakeholder management, interpersonal skills and ability to talk to clients on the phone. 

As an Accounts Management Officer Cash Management, you will:

• Manage Perpetual Corporate Trust bank account opening and closure requests

• Manage and resolve all account/user/transaction related queries with all Perpetual Corporate Trust banking partners

• Manage user setups in various internal and external systems

• Maintain accurate records in internal systems; both electronic and paper-based format

• Build effective relationships with clients and act upon client instructions within required timeframes (SLAs)  

• Respond to client enquiries relating to various services, financial products, fees and conditions

• Identify and mitigate risks and ensure compliance with legal and statutory requirements

• Use initiative, work with deadlines and perform tasks with high level of accuracy

• Communicate effectively on issues to Senior Management and ensure a proper and timely follow-up to ensure resolution 

• Provide guidance, support, act as resource and assist team members from multiple operational areas.

About you

If you are ready to take your career to the next level, we are looking for talented individuals with:

• Minimum 2-3 years' experience in Financial Services preferably in a similar role

• Previous experience with accounts administration including opening and closing bank accounts (highly desirable)

• Experience with online banking user administration (highly desirable)

• Experience with onboarding and offboarding clients (highly desirable)

• Knowledge of AML/KYC activities in the financial services industry is advantageous (highly desirable)

• Excellent client management skills and relationship management experience

• Experience with foreign currency transactions, global payment formatting, domestic banking platforms, RTGS, & debt directory exchange

• Knowledge of Privacy Act obligations, relevant industry codes and legislation.

We love hearing from people who are inspired to shape the future with us. If you're excited about this opportunity or about joining Perpetual Corporate Trust, we encourage you to apply.

How we work  

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

• Work from anywhere in Australia for up to one month each year

• An annual allowance to empower you to prioritise your personal wellbeing

• Study support and commitment to supporting professional development

Diversity and inclusion

• Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy

• A growing number of employee-led networks who work to raise awareness and drive continued change

• We support over 50 First Nations Communities, helping to secure the communities' future.  We encourage applications from Aboriginal and Torres Strait Islander People

We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

Before we jump into the responsibilities of the role. No matter what you come in knowing, you'll be learning new things all the time and the Perpetual Limited team will be there to support your growth.

Please consider applying even if you don't meet 100% of what's outlined

Key Responsibilities

• Managing bank account requests
• Resolving account-related queries
• Building client relationships

Key Strengths

• Client management skills
• Accounts administration
• Risk management
• Online banking user administration
• AML/KYC knowledge
• Foreign currency transactions

Why Perpetual Limited is partnering with Hatch on this role. Hatch exists to level the playing field for people as they discover a career that's right for them. So when you apply you have the chance to show more than just your resume.

A Final Note: This is a role with Perpetual Limited not with Hatch.

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